Overview

As a site administrator, you may want to see all of the customers (accounts) that exist on your site — for example, everyone who has registered or created a profile. TeamSideline offers a few different ways to find, view, and export your customer accounts depending on what you need to do. This article walks through the main options.

Common Questions

• How do I see all of my customers?
• How do I find a parent's account?
• Can I export a list of everyone with an account?
• How do I see everyone registered for a program?
• Why can't I find a customer?
• What's the difference between customer accounts and enrollments?

Search for and view individual customer accounts

The Account Management page is where you look up and manage existing customer accounts.

1. Go to Customers > Account Management > Search.
2. Search by first name, last name, phone, email address, transaction number, or order number. Only one field needs to be entered to run a search.
3. Use the Show More dropdown to expand additional search fields.
4. Check Broaden Search to include similar-sounding names, or Include Inactive? to include inactive accounts.
5. Click Search. Matching accounts appear in the results, and you can click a customer’s name to open their account.

Tip: When your search matches multiple customers, each result is a link, so you can open several account pages in new tabs.

Export a full list of all customer accounts

If you want a complete list of every customer account on your site (rather than searching one at a time), run the Account Information Report:

1. Go to Reports > Report Exports.
2. Run the Account Information Report.
3. Configure the report options as needed, then export. This produces a downloadable list of your customer accounts and their details.

See the help page for full configuration details: Account Information Report.

View everyone who has registered for a program

If you specifically want to see people who have enrolled in a program (and click through to their accounts), use the Enrollments dashboard:

1. Go to Reports > Report Dashboards > Enrollments.
2. Click Dashboard Configuration, select the Program and any other options, then click Apply.
3. The dashboard lists the registered participants for the selected program. Click a participant’s name to go directly to their account.

Note: This dashboard shows customers who have enrolled in a program, not every account that exists on the site. To see all accounts regardless of enrollment, use the Account Information Report described above.

Which Option Should I Use?

Possibly related existing article: How to Add Filter to Customer Accounts — https://support.teamsideline.com/hc/en-us/articles/360044855711-How-to-Add-Filter-to-Customer-Accounts —